Financial literacy is one of the greatest gifts we can give the next generation - especially young girls. Early lessons about money help build confidence, independence, and smart habits that last a lifetime.
The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending.
2023—the year in review.
The idea that a U.S. recession could be imminent is likely to spark anxiety among investors. We highlight five considerations that investors should pay attention to, number one being momentum.
The markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen. When do we expect interest rates to lower?
When you’re not feeling your best, making sound, rational decisions can be challenging. One study found that almost half of all people with debt problems also have mental health problems. This article highlights how health and wealth often go hand-in-hand.
The first quarter (Q1) of 2023 was a rollercoaster ride for investors. Market volatility unfolded following U.S. and European banking turmoil, and interest rates and inflation climbed—evoking investor fears about financial stability.
There is tremendous value in seeking the guidance of a trusted Financial Planner who not only has the experience to navigate the continuous changes within the markets but does so with your best interests at heart.
Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.
These books will help young investors understand what it means to be financially successful. Learn about investing strategies, the psychology behind our most important decisions, and how to change your mindset around money with these books for new investors.